WSTAM
Wilbanks Smith & Thomas Asset Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $8.81M | Sell |
72,019
-813
| -1% | -$99.5K | 0.25% | 89 |
|
|
2023
Q4 | $6.58M | Sell |
72,832
-12,706
| -15% | -$1.15M | 0.2% | 97 |
|
|
2023
Q3 | $6.93M | Buy |
85,538
+3,950
| +5% | +$320K | 0.24% | 91 |
|
|
2023
Q2 | $7.28M | Sell |
81,588
-6,042
| -7% | -$539K | 0.24% | 88 |
|
|
2023
Q1 | $8.77M | Buy |
87,630
+4,969
| +6% | +$498K | 0.3% | 75 |
|
|
2022
Q4 | $7.18M | Sell |
82,661
-9,834
| -11% | -$854K | 0.27% | 83 |
|
|
2022
Q3 | $8.73M | Buy |
92,495
+3,689
| +4% | +$348K | 0.37% | 68 |
|
|
2022
Q2 | $8.38M | Buy |
88,806
+6,301
| +8% | +$595K | 0.35% | 72 |
|
|
2022
Q1 | $9.37M | Buy |
82,505
+7,059
| +9% | +$802K | 0.37% | 66 |
|
|
2021
Q4 | $11.7M | Buy |
75,446
+2,979
| +4% | +$461K | 0.41% | 63 |
|
|
2021
Q3 | $12.3M | Buy |
72,467
+1,973
| +3% | +$334K | 0.48% | 48 |
|
|
2021
Q2 | $12.4M | Buy |
70,494
+3,300
| +5% | +$580K | 0.49% | 44 |
|
|
2021
Q1 | $12.4M | Buy |
67,194
+3,688
| +6% | +$681K | 0.54% | 33 |
|
|
2020
Q4 | $11.5M | Buy |
63,506
+4,540
| +8% | +$823K | 0.54% | 38 |
|
|
2020
Q3 | $7.32M | Buy |
58,966
+2,987
| +5% | +$371K | 0.4% | 58 |
|
|
2020
Q2 | $6.24M | Buy |
55,979
+4,270
| +8% | +$476K | 0.38% | 59 |
|
|
2020
Q1 | $5M | Buy |
51,709
+4,166
| +9% | +$403K | 0.37% | 55 |
|
|
2019
Q4 | $6.88M | Buy |
47,543
+3,388
| +8% | +$490K | 0.41% | 56 |
|
|
2019
Q3 | $5.75M | Buy |
44,155
+542
| +1% | +$70.6K | 0.36% | 60 |
|
|
2019
Q2 | $6.09M | Buy |
43,613
+774
| +2% | +$108K | 0.39% | 58 |
|
|
2019
Q1 | $4.76M | Buy |
42,839
+2,417
| +6% | +$268K | 0.31% | 76 |
|
|
2018
Q4 | $4.43M | Sell |
40,422
-951
| -2% | -$104K | 0.3% | 64 |
|
|
2018
Q3 | $4.84M | Buy |
41,373
+2,609
| +7% | +$305K | 0.29% | 64 |
|
|
2018
Q2 | $4.06M | Buy |
38,764
+948
| +3% | +$99.4K | 0.33% | 62 |
|
|
2018
Q1 | $3.8M | Buy |
37,816
+2,249
| +6% | +$226K | 0.31% | 65 |
|
|
2017
Q4 | $3.82M | Sell |
35,567
-3,652
| -9% | -$393K | 0.3% | 65 |
|
|
2017
Q3 | $3.87M | Buy |
39,219
+932
| +2% | +$91.9K | 0.33% | 57 |
|
|
2017
Q2 | $4.07M | Buy |
38,287
+408
| +1% | +$43.4K | 0.36% | 58 |
|
|
2017
Q1 | $4.3M | Sell |
37,879
-2,190
| -5% | -$248K | 0.37% | 53 |
|
|
2016
Q4 | $4.18M | Buy |
40,069
+959
| +2% | +$99.9K | 0.38% | 49 |
|
|
2016
Q3 | $3.63M | Sell |
39,110
-627
| -2% | -$58.2K | 0.34% | 53 |
|
|
2016
Q2 | $3.89M | Buy |
39,737
+960
| +2% | +$93.9K | 0.4% | 44 |
|
|
2016
Q1 | $3.85M | Buy |
38,777
+293
| +0.8% | +$29.1K | 0.47% | 37 |
|
|
2015
Q4 | $4.04M | Buy |
38,484
+1,137
| +3% | +$119K | 0.4% | 37 |
|
|
2015
Q3 | $3.82M | Buy |
37,347
+2,459
| +7% | +$251K | 0.54% | 33 |
|
|
2015
Q2 | $3.98M | Sell |
34,888
-1,699
| -5% | -$194K | 0.39% | 42 |
|
|
2015
Q1 | $3.84M | Sell |
36,587
-755
| -2% | -$79.2K | 0.38% | 44 |
|
|
2014
Q4 | $3.52M | Sell |
37,342
-611
| -2% | -$57.5K | 0.36% | 45 |
|
|
2014
Q3 | $3.38M | Buy |
37,953
+330
| +0.9% | +$29.4K | 0.37% | 48 |
|
|
2014
Q2 | $3.23M | Buy |
37,623
+1,174
| +3% | +$101K | 0.34% | 49 |
|
|
2014
Q1 | $2.92M | Sell |
36,449
-17
| -0% | -$1.36K | 0.33% | 53 |
|
|
2013
Q4 | $2.79M | Buy |
36,466
+610
| +2% | +$46.6K | 0.33% | 54 |
|
|
2013
Q3 | $2.31M | Buy |
35,856
+2,099
| +6% | +$135K | 0.31% | 56 |
|
|
2013
Q2 | $2.13M | Buy |
+33,757
| New | +$2.13M | 0.33% | 55 |
|